Kuleana Capital Management LLC
Kuleana Capital Management LLC (CRD# 287732) is a financial advisory firm headquartered in , . They manage $62,842,040 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kuleana Capital Management LLC
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,963,814
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, VA
Financial Advisors at Kuleana Capital Management LLC
1
Timothy Schenk (CRD# 6813498) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 7 years of experience in the finance industry.
2
David Lewis (CRD# 5000836) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 3 years of experience in the finance industry.
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